See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,620 | $106,515-0.8% | $96,683+9.2% | $139,434-24.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.76% | 38.43%-21.7pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,337 | $4,103-67.4% | $3,737-64.2% | $4,751-71.9% |
| Participant deferral / active EE | $4,839 | $5,454-11.3% | $4,878-0.8% | $6,710-27.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |